An evergreen co-investment fund providing diversified exposure across Real Estate, Private Equity, and Venture Capital - investing alongside sophisticated capital allocators in Ohio.
Investors commit capital to an evergreen blind-pool fund. The fund co-invests alongside strong local capital allocators. This gives qualified investors access to institutional-quality opportunities without the institutional check size or selecting individual deals.
Opportunities are identified so the fund can co-invest alongside experienced Ohio-focused capital partners.
Shared underwriting and review processes help maintain institutional standards while keeping the structure efficient.
As a co-investment fund, we focus on situations where partners have meaningful skin in the game and long-term incentives.
Equity investments in private companies across the venture and growth spectrum, accessed through co-investment relationships with experienced partners rather than as a pure early-stage venture firm.
Investments in established, revenue-generating companies seeking capital for expansion, new markets, technology, or acquisitions.
Investments in projects that support Ohio’s long-term development, including industrial, workforce housing, innovation-related sites, and essential infrastructure where fundamentals are strong.
A diversified approach across Real Estate, Private Equity, and Venture Capital - utilizing the breadth of private market strategies through co-investment relationships - rather than concentrating in a single asset class or timeline.
Longer-duration equity in private companies. Realizations tend to come later in the life of the investment, balancing the shorter cycles elsewhere in the portfolio.
Medium-horizon investments in operating companies. Exits and distributions typically arrive over a multi-year window as value is created and realized.
Shorter-duration liquidity relative to other private asset classes. Projects and assets can return capital on a tighter cycle as they stabilize, refinance, or exit.
With a mature portfolio across dozens of investments that are continually entered and exited over time, this mix can resemble a laddered bond portfolio: liquidity events tend to surface on a more regular basis - often quarterly - from one part of the book or another. Capital can be distributed or rolled forward and reinvested, depending on the fund’s terms and the investor’s election where available.
Strong local networks and trusted partners are the foundation. We lean on those relationships rather than trying to be everything to everyone.
The structure is designed to avoid unnecessary layers and friction so more of the economics can flow to the underlying investments and investors.
We prioritize compounding and durable outcomes over short-term optics.
Busy professionals deserve straightforward reporting and process - not noise.
A short application. We review every submission carefully and only move forward when there is a clear fit.
New Investor Application